OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
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Job Description:
Baker Tilly is seeking a Managing Director to lead the strategy, growth, and delivery of its Managed Services offerings for Technology and Software-as-a-Service (SaaS) companies. This executive leadership role will be responsible for expanding Baker Tilly's presence within the Technology sector, developing scalable and differentiated managed services solutions, driving new business opportunities, and building long-term client relationships that deliver measurable business value.
The Managing Director will partner closely with Managed Services leadership, Technology industry leaders, client service teams, finance and accounting professionals, technology, operations, AI enablement, offshore delivery teams, and growth leaders to establish a cohesive strategy for serving Technology and SaaS organizations. This includes identifying opportunities to support high-growth and established technology companies through outsourced finance and accounting, business process outsourcing, financial operations, technology-enabled solutions, and recurring managed services relationships.
This is a senior leadership role focused on building and scaling a differentiated Managed Services business within the Technology and SaaS ecosystem. The ideal candidate combines deep knowledge of SaaS business models, strong commercial and business development capabilities, finance and accounting outsourcing expertise, and demonstrated success leading and growing a professional services or managed services practice.
Key Responsibilities and Leadership Expectations- Develop and execute the strategic vision for Baker Tilly's Managed Services offerings within the Technology and SaaS sectors, with accountability for practice growth, market expansion, profitability, client relationships, and service delivery excellence.
- Build and expand differentiated managed services solutions tailored to the financial, operational, and business needs of Technology and SaaS companies, including high-growth, venture-backed, private equity-backed, and established software organizations.
- Drive business development by identifying new market opportunities, originating strategic client relationships, leading complex pursuits, and expanding recurring managed services revenue across the Technology ecosystem.
- Serve as a trusted advisor to founders, CEOs, CFOs, COOs, private equity sponsors, and other senior ex